Dunn And Associates Employee Benefit Trust
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 297,230 | 304,045 | −6,815 | 5.9 | 0% |
| 2013 | 232,649 | 199,283 | 33,366 | 11.1 | 0% |
| 2014 | 159,459 | 226,906 | −67,447 | 6.2 | 0% |
| 2015 | 294,245 | 318,716 | −24,471 | 3.5 | 0% |
| 2016 | 435,331 | 477,751 | −42,420 | 1.3 | 0% |
| 2017 | 415,962 | 444,464 | −28,502 | 0.6 | 0% |
| 2018 | 493,637 | 537,678 | −44,041 | -0.5 | 0% |
| 2019 | 389,256 | 332,354 | 56,902 | 1.2 | 0% |
| 2020 | 595,107 | 507,309 | 87,798 | 2.9 | 0% |
| 2021 | 523,480 | 295,853 | 227,627 | 14.2 | 0% |
| 2022 | 244,542 | 197,442 | 47,100 | 24.1 | 0% |
| 2023 | 170,856 | 383,110 | −212,254 | 5.8 | 0% |
In its most recent public year (2023), this organization spent $212,254 more than it brought in. Its reserves stood at about 5.8 months of spending. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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